FAQ: How to Add a Letter in Wise Agent CRM

Wise Agent has a library that is loaded with tons of high-quality-content letters for almost every situation you can think of. Plus, our letters are not just a couple of sentences like most pre-written letters; they are a full years worth of letters that can easily be added to an automatic drip campaign.

You can follow the steps below to add a stock letter to your account:

1. From the top row of buttons, click on Marketing > Letters
2. Click on the “Add Letter” tab towards the top of the page.
3. Under the “Stock Letters” drop down menu, click on the name of the letter and then click the “Select” button to automatically populate the letter text into the edit box below.

Please make sure to proofread your letters before saving them to your letter list, you may need to enter a company name, phone number, etc. – when finished, click the “Add to My Letters” button. That’s it! Now you can print, email, or create a drip-campaign from the Letters you’ve added.

Here’s a quick video tutorial showing how to create a letter, print a letter, and email a letter: